Advice for Insurance Agencies Looking to Buy, Expand or Sell Highlights Oak Street Funding’s New Digital Newsletter

“Many agents and brokers find themselves at the crossroads of a critical decision,” said Rick Dennen, Oak Street CEO. “Organic growth is tougher than ever, so even small and mid-sized agencies that had never thought about purchasing are considering growth through acquisition or merging with a larger entity–to give them greater leverage to withstand the inevitable changes ahead.”

The fall 2009 edition of the bridge features best practices, advice from leading insurance M&A experts and valuable tips to maximize profits when selling an agency and prepare for better economic times ahead.

Oak Street launched the digital version of the bridge in response to customer feedback on the need for online access to timely information that could give their businesses a competitive edge, all in a format that is easy to store and share with colleagues. For a free subscription or for more information, visit www.oakstreetfunding.com/bridge or call 866-625-3863.

About Oak Street Funding

The Indianapolis-based Oak Street Funding is a family of diversified financial services companies that offers commission-based commercial financing through lending or purchasing of commissions and third-party loan servicing for niche asset classes. Oak Street utilizes industry knowledge, proprietary technology and passion to deliver top-quality service and capital products to insurance and finance professionals nationwide.

For Oak Street Funding, Indianapolis
Wax & Co. Public Relations
Jack Appleman, 845-782-2419
jackappleman@yahoo.com